BALDWIN WEALTH PARTNERS LLC/MA
All 13F Filings
- Location
- Marion, MA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,529,382
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/14/2026 | 234 | 1,529,382 | 13F-HR | BALDWIN WEALTH PARTNERS LLC/MA |
| Q1 2026 | 4/14/2026 | 222 | 1,376,469 | 13F-HR | BALDWIN WEALTH PARTNERS LLC/MA |
| Q4 2025 | 1/7/2026 | 242 | 1,563,793 | 13F-HR | BALDWIN WEALTH PARTNERS LLC/MA |
| Q3 2025 | 10/14/2025 | 234 | 1,535,161 | 13F-HR | BALDWIN WEALTH PARTNERS LLC/MA |
| Q2 2014 | 8/8/2014 | 247 | 673,643 | 13F-HR | BALDWIN BROTHERS INC/MA |
| Q1 2014 | 5/9/2014 | 239 | 622,880 | 13F-HR | BALDWIN BROTHERS INC/MA |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.232 M | 80.6% | 159 K | 0 | 159 K |
| ETFs | 218.8 K | 14.3% | 0 | 5.741 K | -5.741 K |
| Debt | 78.65 K | 5.1% | 0 | 351 | -351 |
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Fund Snapshot
Q2 2026
Latest filed
7/14/2026
Total value ($000)
1,529,382
Holdings
234
QoQ value change ($000)
152,913
(11.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.